A regular client calls you, concerned that their index fund has underperformed the benchmark index by nearly 1.5% over the past year. They assume the fund manager has failed, but as a seasoned distributor, you know the...
A common situation for a mutual fund distributor involves an HNI client who is anxious about market volatility ahead of a quarterly earnings season. This client has a robust portfolio in equity mutual fund schemes but...
Consider a HNI client who contacts you on a volatile Tuesday morning, concerned about a sharp market dip and requesting an immediate partial exit from their equity portfolio to preserve capital. If they were invested in...